California BanCorp
BCAL- Exchange
- Nasdaq
- Industry
- National Commercial Banks
- SEC CIK
- 0001795815
In the last 90 days, California BanCorp insiders filed 1 open-market purchase and 1 sale; 146 institutions reported holding it in 13F filings for Q2 2026, worth $469.5M in total; no superinvestor holds it.
13F holders, Q4 2024
Institutional positions in California BanCorp as of Dec 31, 2024. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 100
- +8 vs. Q3 2024
- Shares held
- 20.4M
- +565.9K (+2.9%) vs. Q3 2024
- Total value
- $336.9M
- +$44.0M (+15.0%) vs. Q3 2024
- New holders
- 16
- 38 more added
- Sold out
- 8
- 22 more reduced
4 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2024: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting BCAL on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 146 | $469.5M |
| Q1 2026 | 155 | $389.1M |
| Q4 2025 | 146 | $372.2M |
| Q3 2025 | 118 | $355.3M |
| Q2 2025 | 111 | $330.8M |
| Q1 2025 | 104 | $294.9M |
| Q4 2024 | 100 | $336.9M |
| Q3 2024 | 96 | $294.5M |
| Q2 2024 | 60 | $151.1M |
| Q1 2024 | 49 | $153.7M |
| Q4 2023 | 42 | $178.5M |
| Q3 2023 | 37 | $108.9M |
| Q2 2023 | 26 | $99.3M |
| Q1 2023 | 2 | $9.82M |
| Q4 2022 | 2 | $12.1M |
| Q3 2022 | 2 | $12.6M |
| Q2 2022 | 2 | $14.0M |
| Q1 2022 | 2 | $14.6M |
| Q4 2021 | 2 | $14.1M |
| Q3 2021 | 2 | $14.8M |
| Q2 2021 | 2 | $13.6M |
| Q1 2021 | 2 | $16.7M |
Institutions, Q4 2024
Shares, value and share of portfolio for each institution holding California BanCorp; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Fourthstone LLC | 3,010,135 | $49.8M | 9.72% | +313,612+11.6% | Added |
| Alliancebernstein L.P. | 2,543,472 | $42.1M | 0.01% | −169,107−6.2% | Reduced |
| Endeavour Capital Advisors Inc | 2,454,490 | $40.6M | 12.92% | +13,003+0.5% | Added |
| Castle Creek Capital Partners VI, LP | 2,340,719 | $38.7M | 47.81% | 00.0% | Unchanged |
| BlackRock, Inc. | 1,523,454 | $25.2M | 0.00% | +25,362+1.7% | Added |
| Banc Funds Co LLC | 1,330,365 | $22.0M | 2.43% | −81,821−5.8% | Reduced |
| Vanguard Group Inc | 1,288,260 | $21.3M | 0.00% | +3,897+0.3% | Added |
| Manufacturers Life Insurance Company, The | 780,965 | $12.9M | 0.01% | −4,150−0.5% | Reduced |
| Geode Capital Management, LLC | 539,994 | $8.93M | 0.00% | −2,153−0.4% | Reduced |
| Mendon Capital Advisors Corp | 443,695 | $7.34M | 4.14% | +28,458+6.9% | Added |
| RMB Capital Management, LLC | 409,629 | $6.78M | 0.16% | +16,173+4.1% | Added |
| State Street Corp | 347,039 | $5.74M | 0.00% | +41,805+13.7% | Added |
| FJ Capital Management LLC | 264,097 | $4.37M | 0.51% | +121,845+85.7% | Added |
| Siena Capital Partners GP, LLC | 208,556 | $3.45M | 0.95% | 00.0% | Unchanged |
| Petiole USA ltd | 195,604 | $3.24M | 2.04% | 00.0% | Unchanged |
| Northern Trust Corp | 195,427 | $3.23M | 0.00% | +1,644+0.8% | Added |
| Hennessy Advisors Inc | 180,000 | $2.98M | 0.09% | −10,000−5.3% | Reduced |
| EJF Capital LLC | 175,512 | $2.90M | 1.99% | +9,968+6.0% | Added |
| Morgan Stanley | 140,582 | $2.33M | 0.00% | +4,346+3.2% | Added |
| Dimensional Fund Advisors LP | 107,791 | $1.78M | 0.00% | 00.0% | Unchanged |
| Mariner, LLC | 85,786 | $1.42M | 0.00% | +70,029+444.4% | Added |
| Cerity Partners LLC | 85,377 | $1.41M | 0.00% | +48,427+131.1% | Added |
| MAI Capital Management | 77,697 | $1.29M | 0.01% | +23,518+43.4% | Added |
| Bedell Frazier Investment Counseling, LLC | 73,729 | $1.22M | 0.30% | −19,670−21.1% | Reduced |
| JPMorgan Chase & Co | 71,755 | $1.19M | 0.00% | +45,247+170.7% | Added |
| UBS Group AG | 71,587 | $1.18M | 0.00% | +34,568+93.4% | Added |
| Baker Avenue Asset Management, LP | 71,152 | $1.18M | 0.04% | 00.0% | Unchanged |
| Goldman Sachs Group Inc | 68,809 | $1.14M | 0.00% | +19,668+40.0% | Added |
| Charles Schwab Investment Management Inc | 68,261 | $1.13M | 0.00% | +2,249+3.4% | Added |
| Bank of New York Mellon Corp | 64,824 | $1.07M | 0.00% | +13,667+26.7% | Added |
| Kennedy Capital Management, Inc. | 64,274 | $1.06M | 0.02% | +5,396+9.2% | Added |
| Citadel Advisors LLC | 59,601 | $985.8K | 0.00% | +59,601 | New |
| Bridgeway Capital Management, LLC | 58,965 | $975.3K | 0.02% | −30,709−34.2% | Reduced |
| Bank of America Corp | 55,089 | $911.2K | 0.00% | +33,590+156.2% | Added |
| Robertson Stephens Wealth Management, LLC | 53,579 | $886.2K | 0.03% | 00.0% | Unchanged |
| PFG Advisors | 52,950 | $875.8K | 0.05% | 00.0% | Unchanged |
| Pacific Ridge Capital Partners, LLC | 46,718 | $772.7K | 0.18% | +8,047+20.8% | Added |
| Wellington Management Group LLP | 45,963 | $760.2K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 41,392 | $684.6K | 0.00% | −40−0.1% | Reduced |
| Barclays PLC | 39,806 | $658.4K | 0.00% | +3,050+8.3% | Added |
| American Century Companies Inc | 39,082 | $646.4K | 0.00% | +10,756+38.0% | Added |
| Raymond James Financial Inc | 38,740 | $640.8K | 0.00% | +38,740 | New |
| Vance Wealth, Inc. | 37,633 | $622.5K | 0.24% | −3,349−8.2% | Reduced |
| Nuveen Asset Management, LLC | 33,761 | $558.4K | 0.00% | 00.0% | Unchanged |
| ELCO Management Co., LLC | 32,556 | $538.5K | 0.28% | −8,239−20.2% | Reduced |
| Rhumbline Advisers | 29,160 | $482.3K | 0.00% | +309+1.1% | Added |
| SageView Advisory Group, LLC | 29,050 | $480.5K | 0.02% | −10,000−25.6% | Reduced |
| Keystone Wealth Services, LLC | 27,824 | $460.2K | 0.12% | −13,913−33.3% | Reduced |
| Navalign, LLC | 22,800 | $377.1K | 0.11% | 00.0% | Unchanged |
| Citigroup Inc | 20,115 | $332.7K | 0.00% | +1,348+7.2% | Added |
| First Trust Advisors LP | 19,444 | $321.6K | 0.00% | +15+0.1% | Added |
| Allspring Global Investments Holdings, LLC | 15,953 | $263.9K | 0.00% | +15,953 | New |
| Destination Wealth Management | 15,290 | $252.9K | 0.01% | −21,276−58.2% | Reduced |
| Janus Henderson Group PLC | 14,914 | $246.7K | 0.00% | −1,007−6.3% | Reduced |
| MetLife Investment Management | 14,719 | $243.5K | 0.00% | 00.0% | Unchanged |
| PDT Partners, LLC | 14,460 | $239.2K | 0.02% | +14,460 | New |
| Susquehanna International Group, LLP | 14,415 | $238.4K | 0.00% | +4,056+39.2% | Added |
| Wells Fargo & Company | 14,278 | $236.2K | 0.00% | −43,079−75.1% | Reduced |
| Mirae Asset Global ETFs Holdings Ltd. | 13,956 | $230.8K | 0.00% | +608+4.6% | Added |
| Aspiriant, LLC | 13,912 | $230.1K | 0.01% | +13,912 | New |
| Deutsche Bank AG | 13,802 | $228.3K | 0.00% | +4,530+48.9% | Added |
| Creekside Partners | 12,839 | $212.4K | 0.11% | 00.0% | Unchanged |
| Corebridge Financial, Inc. | 12,093 | $200.0K | 0.00% | −914−7.0% | Reduced |
| Perigon Wealth Management, LLC | 12,399 | $187.0K | 0.00% | 00.0% | Unchanged |
| Empowered Funds, LLC | 11,265 | $186.3K | 0.00% | +455+4.2% | Added |
| Fiduciary Trust Co | 11,097 | $183.5K | 0.00% | +11,097 | New |
| Mesirow Financial Investment Management, Inc. | 10,668 | $176.4K | 0.00% | 00.0% | Unchanged |
| Intech Investment Management LLC | 10,615 | $175.6K | 0.00% | +10,615 | New |
| Davidson Kahn Capital Management, LLC | 10,417 | $172.3K | 0.16% | +10,417 | New |
| SG Americas Securities, LLC | 10,163 | $168.0K | 0.00% | +1,833+22.0% | Added |
| Parallel Advisors, LLC | 8,844 | $146.3K | 0.00% | −1,123−11.3% | Reduced |
| New York State Common Retirement Fund | 8,332 | $137.8K | 0.00% | −1,700−16.9% | Reduced |
| BNP Paribas Arbitrage, SA | 6,188 | $102.3K | 0.00% | +6,188 | New |
| Police & Firemen's Retirement System of New Jersey | 5,194 | $85.9K | 0.00% | +5,194 | New |
| Caldwell Sutter Capital, Inc. | 5,174 | $85.6K | 0.04% | 00.0% | Unchanged |
| Royal Bank of Canada | 4,003 | $67.0K | 0.00% | −3,702−48.0% | Reduced |
| Tower Research Capital LLC (TRC) | 2,848 | $47.1K | 0.00% | +2,068+265.1% | Added |
| Ameritas Investment Partners, Inc. | 2,383 | $39.4K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 2,504 | $38.9K | 0.00% | 00.0% | Unchanged |
| Legal & General Group Plc | 2,097 | $34.7K | 0.00% | 00.0% | Unchanged |
| California State Teachers Retirement System | 1,762 | $29.1K | 0.00% | 00.0% | Unchanged |
| FMR LLC | 898 | $14.9K | 0.00% | −494−35.5% | Reduced |
| Russell Investments Group, Ltd. | 892 | $14.8K | 0.00% | +378+73.5% | Added |
| Larson Financial Group LLC | 834 | $13.8K | 0.00% | +834 | New |
| Sterling Capital Management LLC | 780 | $12.9K | 0.00% | +697+839.8% | Added |
| US Bancorp | 700 | $11.6K | 0.00% | +562+407.2% | Added |
| R Squared Ltd | 640 | $10.6K | 0.01% | +640 | New |
| Amalgamated Bank | 416 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Capital Advisors, Inc. | 335 | $6.00K | 0.00% | −5−1.5% | Reduced |
| CWM, LLC | 358 | $6.00K | 0.00% | +107+42.6% | Added |
| Measured Risk Portfolios, Inc. | 280 | $4.63K | 0.01% | +280 | New |
| Red Tortoise LLC | 276 | $4.57K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 250 | $4.13K | 0.00% | +250 | New |
| GAMMA Investing LLC | 231 | $3.82K | 0.00% | +59+34.3% | Added |
| Signaturefd, LLC | 191 | $3.16K | 0.00% | +191 | New |
| Crewe Advisors LLC | 159 | $2.63K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 104 | $1.72K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 83 | $1.37K | 0.00% | +83 | New |
| Private Wealth Management Group, LLC | 74 | $1.22K | 0.00% | −6−7.5% | Reduced |
| Smartleaf Asset Management LLC | 70 | $1.17K | 0.00% | 00.0% | Unchanged |